Michael
Smith
Trustage Investment Management
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About this Advisor
Michael Smith is a financial advisor based in Madison, Wisconsin, working with Trustage Investment Management. Michael has previously held positions at Cuna Mutual Group and Cuna Brokerage Services, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Michael is part of Trustage Investment Management, which operates out of Madison, Wisconsin. The firm has 1 office and 64 employees. The firm manages assets totaling $35.5 billion. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trustage Investment Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trustage Investment Management Brokerage Details
$35,460,961,000
64
350
$101,317,031
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Smith Work History
Cuna Mutual Group
Cuna Brokerage Services, Inc
Disclosures
Please visit the SEC profile of Michael Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trustage Investment Management
Madison, WI
Chesterfield, VA
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
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